Kristen Moura is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 20 years of industry experience. She has held roles at Ameriprise since 2017 and worked previously with Royal Alliance Associates, Signator Investors, and Mark S. Shirakata. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service combines research, third-party data, and algorithmic tools to provide tailored recommendations within a defined investment framework.

Austin Korger is a financial advisor with Ameriprise in Plover, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 10 years at JPMorgan Chase NA. Outside of his advisory role, he is an associate financial advisor at SAA, LLC, where he manages practice operations. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Jeffrey Arouth is a financial advisor with Ameriprise in Salem, MA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Before joining Ameriprise in 2021, he worked at Salem Five Cents Savings Bank and LPL Financial from 2010 to 2021. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports based on research, modeling, and tax analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a focus on managed accounts and algorithmic support in its retirement income planning.

Owen Rimel is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior roles include positions at The Huntington Investment Company, New York Life Insurance Co, and PNC Bank. Outside of finance, he owns a small working farm where he sells eggs, produce, and livestock, and serves as an assistant coach for a school district sports team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kjell Christiansen is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise or its affiliated entities since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning focused on dependable income and incorporates proprietary research and third-party data in its recommendations.

Fernando Quezada is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 65, 63, and 66 licenses and having one year of industry experience. Prior to joining Ameriprise, he worked at Edelman Financial Engines and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through personalized recommendation reports and ongoing advice.

Richard Carroll is a financial advisor with Ameriprise in Hernando, MS, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at Ameriprise since 2021 and previous positions at Regions Bank, Bankers Life Securities, Republic Finance, and LPL Financial. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Zachary Gilson is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at U.S. Bancorp Investments, Inc., Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He serves on the Board of Directors for the Willie D. Davis Finance & Investment Laboratory Advisory Board at the University of Wisconsin - Green Bay and works as a group fitness trainer outside of his advisory role. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves clients with significant investable assets through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Donald Amoruso Sr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in educational consulting and writing, and serves as a trustee on the boards of Cabrini Housing Development Corporation and Cabrini of Westchester Nursing Home. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mikaila Mc Carthy is a financial advisor at Ameriprise Financial Services, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and Blumark Financial Advisors. Outside of her advisory role, she is involved in independent insurance brokering, specializing in disability income. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver personalized, non-discretionary retirement advice.

Brittany Carter is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at S&T Bank and PNC Bank. Outside of her advisory role, she owns a clothing business called Made2Inspire and serves as Treasurer on the Board of Directors for the Penn Hills Baseball Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Tricia Nelson is a financial advisor with Ameriprise in Dexter, MI, holding the CFP® designation and Series 66 license, with 16 years of industry experience. She has been with Ameriprise and its related entities since 2010. Nelson also manages a separate advisory business, RNB Greenlight LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Stearns is a financial advisor at Ameriprise in Hurst, TX, holding a Series 66 designation with six years at Ameriprise and a total of four years in the industry. His prior experience includes roles at the University of Texas-Austin and at educational institutions in Fez and Texas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jack Cheshire is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Wind Watch Country Club, Binghamton University, Sayville Yacht Club, Brockport University, and Sayville Public Schools. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Bartolotta is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior work includes roles at RF Lafferty & Co Inc and Fulcrum Securities, Inc. He is also involved in Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Francisco Munoz Figueroa is a financial advisor with Ameriprise in Hingham, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Santander Securities, and Citizens Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sean Stevenson is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of directors for the YMCA in Winter Park. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

Zachary Seabolt is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He joined Ameriprise in 2022 after brief tenures at SA Stone Investment Advisors and SA Stone Wealth Management. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and delivers this service through a centralized consulting team in partnership with its financial advisors.

Hannah Hennen is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, with prior experience at Wells Fargo and involvement in the Minnesota Section of the Professional Golf Association. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service aimed at individuals with substantial investable assets, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.

James Palmer III is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he serves as an expert witness and provides financial plan production services to Ameriprise advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendation reports delivered by a centralized consulting team.